Civic Intelligence

The Swenson Group

Plan context: The Swenson Group Retirement Savings Plan

EIN 68-0315532 • Livermore, CA • 26 filings • 4 plans

1410 Stealth StLivermore, CA 94551
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$6,920,197

2024 Contributions

$331,955

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$6,920,197$3,460,099$0199920132024YearValue
$6,920,197Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

57290199920122024YearValue
26Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024126$6,920,197$331,955$12,768iApproximate average salary by contribution assumption: employee only about $319,188 at 4% or $212,792 at 6%; with 50% employer match about $212,792 at 4% or $141,861 at 6%; with 100% employer match about $159,594 at 4% or $106,396 at 6%.
The Swenson Group Retirement Savings Plan-26$6,920,197$331,955$12,768iApproximate average salary by contribution assumption: employee only about $319,188 at 4% or $212,792 at 6%; with 50% employer match about $212,792 at 4% or $141,861 at 6%; with 100% employer match about $159,594 at 4% or $106,396 at 6%.
2023129$6,318,899$298,698$10,300iApproximate average salary by contribution assumption: employee only about $257,498 at 4% or $171,666 at 6%; with 50% employer match about $171,666 at 4% or $114,444 at 6%; with 100% employer match about $128,749 at 4% or $85,833 at 6%.
The Swenson Group Retirement Savings Plan-29$6,318,899$298,698$10,300iApproximate average salary by contribution assumption: employee only about $257,498 at 4% or $171,666 at 6%; with 50% employer match about $171,666 at 4% or $114,444 at 6%; with 100% employer match about $128,749 at 4% or $85,833 at 6%.
2022125$4,864,707$295,604$11,824iApproximate average salary by contribution assumption: employee only about $295,604 at 4% or $197,069 at 6%; with 50% employer match about $197,069 at 4% or $131,380 at 6%; with 100% employer match about $147,802 at 4% or $98,535 at 6%.
The Swenson Group Retirement Savings Plan-25$4,864,707$295,604$11,824iApproximate average salary by contribution assumption: employee only about $295,604 at 4% or $197,069 at 6%; with 50% employer match about $197,069 at 4% or $131,380 at 6%; with 100% employer match about $147,802 at 4% or $98,535 at 6%.
2021134$5,565,623$101,424$2,983iApproximate average salary by contribution assumption: employee only about $74,576 at 4% or $49,718 at 6%; with 50% employer match about $49,718 at 4% or $33,145 at 6%; with 100% employer match about $37,288 at 4% or $24,859 at 6%.
The Swenson Group Retirement Savings Plan-34$5,565,623$101,424$2,983iApproximate average salary by contribution assumption: employee only about $74,576 at 4% or $49,718 at 6%; with 50% employer match about $49,718 at 4% or $33,145 at 6%; with 100% employer match about $37,288 at 4% or $24,859 at 6%.
2020148$4,932,008$262,447$5,468iApproximate average salary by contribution assumption: employee only about $136,691 at 4% or $91,127 at 6%; with 50% employer match about $91,127 at 4% or $60,752 at 6%; with 100% employer match about $68,346 at 4% or $45,564 at 6%.
The Swenson Group Retirement Savings Plan-48$4,932,008$262,447$5,468iApproximate average salary by contribution assumption: employee only about $136,691 at 4% or $91,127 at 6%; with 50% employer match about $91,127 at 4% or $60,752 at 6%; with 100% employer match about $68,346 at 4% or $45,564 at 6%.
2019144$4,150,521$265,849$6,042iApproximate average salary by contribution assumption: employee only about $151,051 at 4% or $100,700 at 6%; with 50% employer match about $100,700 at 4% or $67,134 at 6%; with 100% employer match about $75,525 at 4% or $50,350 at 6%.
The Swenson Group Retirement Savings Plan-44$4,150,521$265,849$6,042iApproximate average salary by contribution assumption: employee only about $151,051 at 4% or $100,700 at 6%; with 50% employer match about $100,700 at 4% or $67,134 at 6%; with 100% employer match about $75,525 at 4% or $50,350 at 6%.
2018142$3,227,051$270,058$6,430iApproximate average salary by contribution assumption: employee only about $160,749 at 4% or $107,166 at 6%; with 50% employer match about $107,166 at 4% or $71,444 at 6%; with 100% employer match about $80,374 at 4% or $53,583 at 6%.
The Swenson Group Retirement Savings Plan-42$3,227,051$270,058$6,430iApproximate average salary by contribution assumption: employee only about $160,749 at 4% or $107,166 at 6%; with 50% employer match about $107,166 at 4% or $71,444 at 6%; with 100% employer match about $80,374 at 4% or $53,583 at 6%.
2017143$3,692,083$260,650$6,062iApproximate average salary by contribution assumption: employee only about $151,541 at 4% or $101,027 at 6%; with 50% employer match about $101,027 at 4% or $67,351 at 6%; with 100% employer match about $75,770 at 4% or $50,514 at 6%.
The Swenson Group Retirement Savings Plan-43$3,692,083$260,650$6,062iApproximate average salary by contribution assumption: employee only about $151,541 at 4% or $101,027 at 6%; with 50% employer match about $101,027 at 4% or $67,351 at 6%; with 100% employer match about $75,770 at 4% or $50,514 at 6%.
2016140$2,953,796$292,433$7,311iApproximate average salary by contribution assumption: employee only about $182,771 at 4% or $121,847 at 6%; with 50% employer match about $121,847 at 4% or $81,231 at 6%; with 100% employer match about $91,385 at 4% or $60,924 at 6%.
The Swenson Group Retirement Savings Plan-40$2,953,796$292,433$7,311iApproximate average salary by contribution assumption: employee only about $182,771 at 4% or $121,847 at 6%; with 50% employer match about $121,847 at 4% or $81,231 at 6%; with 100% employer match about $91,385 at 4% or $60,924 at 6%.
2015136$2,455,608$278,675$7,741iApproximate average salary by contribution assumption: employee only about $193,524 at 4% or $129,016 at 6%; with 50% employer match about $129,016 at 4% or $86,011 at 6%; with 100% employer match about $96,762 at 4% or $64,508 at 6%.
The Swenson Group Retirement Savings Plan-36$2,455,608$278,675$7,741iApproximate average salary by contribution assumption: employee only about $193,524 at 4% or $129,016 at 6%; with 50% employer match about $129,016 at 4% or $86,011 at 6%; with 100% employer match about $96,762 at 4% or $64,508 at 6%.
2014133$2,233,667$233,986$7,090iApproximate average salary by contribution assumption: employee only about $177,262 at 4% or $118,175 at 6%; with 50% employer match about $118,175 at 4% or $78,783 at 6%; with 100% employer match about $88,631 at 4% or $59,087 at 6%.
The Swenson Group Retirement Savings Plan-33$2,233,667$233,986$7,090iApproximate average salary by contribution assumption: employee only about $177,262 at 4% or $118,175 at 6%; with 50% employer match about $118,175 at 4% or $78,783 at 6%; with 100% employer match about $88,631 at 4% or $59,087 at 6%.
2013148$1,938,357$123,332$2,569iApproximate average salary by contribution assumption: employee only about $64,235 at 4% or $42,824 at 6%; with 50% employer match about $42,824 at 4% or $28,549 at 6%; with 100% employer match about $32,118 at 4% or $21,412 at 6%.
The Swenson Group Retirement Savings Plan-48$1,938,357$123,332$2,569iApproximate average salary by contribution assumption: employee only about $64,235 at 4% or $42,824 at 6%; with 50% employer match about $42,824 at 4% or $28,549 at 6%; with 100% employer match about $32,118 at 4% or $21,412 at 6%.
2012142$1,451,454$87,457$2,082iApproximate average salary by contribution assumption: employee only about $52,058 at 4% or $34,705 at 6%; with 50% employer match about $34,705 at 4% or $23,137 at 6%; with 100% employer match about $26,029 at 4% or $17,353 at 6%.
The Swenson Group Retirement Savings Plan-42$1,451,454$87,457$2,082iApproximate average salary by contribution assumption: employee only about $52,058 at 4% or $34,705 at 6%; with 50% employer match about $34,705 at 4% or $23,137 at 6%; with 100% employer match about $26,029 at 4% or $17,353 at 6%.
2011150$1,200,444$101,366$2,027iApproximate average salary by contribution assumption: employee only about $50,683 at 4% or $33,789 at 6%; with 50% employer match about $33,789 at 4% or $22,526 at 6%; with 100% employer match about $25,342 at 4% or $16,894 at 6%.
The Swenson Group Retirement Savings Plan-50$1,200,444$101,366$2,027iApproximate average salary by contribution assumption: employee only about $50,683 at 4% or $33,789 at 6%; with 50% employer match about $33,789 at 4% or $22,526 at 6%; with 100% employer match about $25,342 at 4% or $16,894 at 6%.
2010157$1,205,619$94,883$1,665iApproximate average salary by contribution assumption: employee only about $41,615 at 4% or $27,744 at 6%; with 50% employer match about $27,744 at 4% or $18,496 at 6%; with 100% employer match about $20,808 at 4% or $13,872 at 6%.
The Swenson Group Retirement Savings Plan-57$1,205,619$94,883$1,665iApproximate average salary by contribution assumption: employee only about $41,615 at 4% or $27,744 at 6%; with 50% employer match about $27,744 at 4% or $18,496 at 6%; with 100% employer match about $20,808 at 4% or $13,872 at 6%.
2009149$999,532$98,602$2,012iApproximate average salary by contribution assumption: employee only about $50,307 at 4% or $33,538 at 6%; with 50% employer match about $33,538 at 4% or $22,359 at 6%; with 100% employer match about $25,154 at 4% or $16,769 at 6%.
The Swenson Group Retirement Savings Plan-49$999,532$98,602$2,012iApproximate average salary by contribution assumption: employee only about $50,307 at 4% or $33,538 at 6%; with 50% employer match about $33,538 at 4% or $22,359 at 6%; with 100% employer match about $25,154 at 4% or $16,769 at 6%.
2008118$720,689$107,042$5,947iApproximate average salary by contribution assumption: employee only about $148,669 at 4% or $99,113 at 6%; with 50% employer match about $99,113 at 4% or $66,075 at 6%; with 100% employer match about $74,335 at 4% or $49,556 at 6%.
The Swenson Group Retirement Savings Plan-18$720,689$107,042$5,947iApproximate average salary by contribution assumption: employee only about $148,669 at 4% or $99,113 at 6%; with 50% employer match about $99,113 at 4% or $66,075 at 6%; with 100% employer match about $74,335 at 4% or $49,556 at 6%.
2007116$0$0-
The Swenson Group Retirement Savings Plan-16---
2006114$914,882$104,744$7,482iApproximate average salary by contribution assumption: employee only about $187,043 at 4% or $124,695 at 6%; with 50% employer match about $124,695 at 4% or $83,130 at 6%; with 100% employer match about $93,521 at 4% or $62,348 at 6%.
The Swenson Group Retirement Savings Plan-14$914,882$104,744$7,482iApproximate average salary by contribution assumption: employee only about $187,043 at 4% or $124,695 at 6%; with 50% employer match about $124,695 at 4% or $83,130 at 6%; with 100% employer match about $93,521 at 4% or $62,348 at 6%.
2005110$790,403$31,505$3,151iApproximate average salary by contribution assumption: employee only about $78,763 at 4% or $52,508 at 6%; with 50% employer match about $52,508 at 4% or $35,006 at 6%; with 100% employer match about $39,381 at 4% or $26,254 at 6%.
The Swenson Group Retirement Savings Plan-10$790,403$31,505$3,151iApproximate average salary by contribution assumption: employee only about $78,763 at 4% or $52,508 at 6%; with 50% employer match about $52,508 at 4% or $35,006 at 6%; with 100% employer match about $39,381 at 4% or $26,254 at 6%.
2004112$846,613$55,379$4,615iApproximate average salary by contribution assumption: employee only about $115,373 at 4% or $76,915 at 6%; with 50% employer match about $76,915 at 4% or $51,277 at 6%; with 100% employer match about $57,686 at 4% or $38,458 at 6%.
The Swenson Group Retirement Savings Plan-12$846,613$55,379$4,615iApproximate average salary by contribution assumption: employee only about $115,373 at 4% or $76,915 at 6%; with 50% employer match about $76,915 at 4% or $51,277 at 6%; with 100% employer match about $57,686 at 4% or $38,458 at 6%.
2003125$719,516$87,099$3,484iApproximate average salary by contribution assumption: employee only about $87,099 at 4% or $58,066 at 6%; with 50% employer match about $58,066 at 4% or $38,711 at 6%; with 100% employer match about $43,550 at 4% or $29,033 at 6%.
The Swenson Group Retirement Savings Plan-25$719,516$87,099$3,484iApproximate average salary by contribution assumption: employee only about $87,099 at 4% or $58,066 at 6%; with 50% employer match about $58,066 at 4% or $38,711 at 6%; with 100% employer match about $43,550 at 4% or $29,033 at 6%.
2002136$0$0-
The Swenson Group Retirement Savings Plan-36---
2001157$829,833$293,199$5,144iApproximate average salary by contribution assumption: employee only about $128,596 at 4% or $85,731 at 6%; with 50% employer match about $85,731 at 4% or $57,154 at 6%; with 100% employer match about $64,298 at 4% or $42,865 at 6%.
The Swenson Group Retirement Savings Plan-57$829,833$293,199$5,144iApproximate average salary by contribution assumption: employee only about $128,596 at 4% or $85,731 at 6%; with 50% employer match about $85,731 at 4% or $57,154 at 6%; with 100% employer match about $64,298 at 4% or $42,865 at 6%.
2000155$742,668$292,021$5,309iApproximate average salary by contribution assumption: employee only about $132,737 at 4% or $88,491 at 6%; with 50% employer match about $88,491 at 4% or $58,994 at 6%; with 100% employer match about $66,368 at 4% or $44,246 at 6%.
The Swenson Group Retirement Savings Plan-55$742,668$292,021$5,309iApproximate average salary by contribution assumption: employee only about $132,737 at 4% or $88,491 at 6%; with 50% employer match about $88,491 at 4% or $58,994 at 6%; with 100% employer match about $66,368 at 4% or $44,246 at 6%.
1999148$618,024$181,142$3,774iApproximate average salary by contribution assumption: employee only about $94,345 at 4% or $62,897 at 6%; with 50% employer match about $62,897 at 4% or $41,931 at 6%; with 100% employer match about $47,172 at 4% or $31,448 at 6%.
The Swenson Group Retirement Savings Plan-48$618,024$181,142$3,774iApproximate average salary by contribution assumption: employee only about $94,345 at 4% or $62,897 at 6%; with 50% employer match about $62,897 at 4% or $41,931 at 6%; with 100% employer match about $47,172 at 4% or $31,448 at 6%.